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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $40,498 |
THE ROSE FINANCIAL GROUP LLC1+ years Filed as: THE ROSE FINANCIAL GROUP Service code 15 · EIN 35-2130755 | Recordkeeping | $6,169 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,742 | $50,464-39.1% | $75,784-59.4% | $52,331-41.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -2.24% | 1.03%-3.3pp | 9.68%-11.9pp | 4.54%-6.8pp |
| Employer contribution / active EE | $2,524 | $1,988+27.0% | $3,323-24.0% | $1,882+34.2% |
| Participant deferral / active EE | $1,712 | $2,570-33.4% | $3,652-53.1% | $3,022-43.3% |
| Admin fee / account holder | $271 | $1,103-75.4% | $5,300-94.9% | $592-54.1% |